On January 13, 2026, Paris-based iM Global Partner and Beacon Pointe Advisors (“Beacon Pointe”) jointly announced that Litman Gregory Wealth Management (“Litman Gregory”), a $2.7 billion registered investment adviser headquartered in Larkspur and Walnut Creek, California, with an additional office in St. Louis, Missouri, has joined Beacon Pointe Advisors. Seward & Kissel is pleased to have represented iM Global Partner and Litman Gregory in connection with this investment management industry transaction.

The transaction, which formally closed on December 31, 2025, represents a strategic next chapter for Litman Gregory and supports Beacon Pointe’s continued national expansion. With this acquisition, Beacon Pointe’s total client assets under advisement increase to approximately $61 billion, further strengthening the firm’s presence in Northern California while establishing a new footprint in Missouri.

The companys’ announcement describing this transaction can be found here.

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